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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,841 | $183,592-37.4% | $155,574-26.2% | $145,877-21.3% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 17.22% | 61.37%-44.2pp | 64.87%-47.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,312 | $6,466-33.3% | $5,629-23.4% | $6,691-35.6% |
| Admin fee / account holder | $723 | $19,316-96.3% | $15,914-95.5% | $13,402-94.6% |